Operation and Customer Service Manager

Forthright Financial Holdings Company Limited; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Job summary

Forthright Financial Holdings Company Limited is seeking a Customer Service Manager to support offline account opening conversions. You will follow up multi‑channel leads from Facebook advertising, seminars, and KOLs via WhatsApp to drive account opening conversions and optimize the service process.

You will create account opening service and APP usage guides, manage seminar confirmations and attendance, provide on‑site support at seminars and offline activities, and collect customer feedback to

Qualifications

• Diploma or above in customer service or marketing.
• 3+ years in customer service or sales support; financial industry preferred.
• Excellent communication and customer management abilities.

Responsibilities

• Follow up multi-channel leads via WhatsApp to drive conversions.
• Optimize account opening service processes and create guides and FAQs.
• Manage seminar confirmations, reminders, and attendance.
• Provide on-site service support at seminars and offline activities.
• Collect customer feedback and propose improvements.
• Collaborate with field promotion and activity teams to boost conversions.

Skills

WhatsApp

Customer service

Process optimization

Document writing

Communication skills

Education

Diploma or above

Job description

Responsible for end-to-end offline account opening conversion process follow-up and service optimization. Track potential customer leads from multiple channels including Facebook advertising, seminars, and KOLs through WhatsApp to drive account opening conversion. Optimize the account opening service process by creating account opening service and APP usage-related booklets, operation guides, and FAQ documents. Manage seminar confirmation notifications, reminder messages, and customer attendance. Provide on-site account opening service support at seminars and offline activities to ensure smooth account opening processes and enhance customer experience. Collect customer feedback and propose service improvement suggestions while working closely with field promotion and activity teams.

Key responsibilities

• Follow up multi-channel potential customer leads through WhatsApp to drive account opening conversion
• Optimize account opening service processes and create relevant guides and FAQ documents
• Manage seminar confirmation notifications, reminder messages, and customer attendance
• Provide on-site account opening service support at seminars and offline activities
• Collect customer feedback and propose service improvement suggestions
• Work closely with field promotion and activity teams to enhance overall conversion efficiency

About you

• Diploma or above qualification in customer service, marketing, or related field
• 3 or more years of experience in customer service or sales support; experience in the financial industry is preferred
• Excellent communication and customer management abilities
• Proficiency with communication tools such as WhatsApp
• Capability in process optimization and document writing
• Target-oriented with ability to effectively drive account opening conversion

Unlock job insights

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a customer service manager?
• What is your highest level of education?

Forthright Financial Holdings Company Limited ("Forthright Financial") is a leading provider of investment and financial trading services for our customers. Established in August 2015